“Client Reports Overview”
Autotask PSA Datto RMM Datto Backup Microsoft 365 SmileBack HubSpot IT Glue All reports
AI-GENERATED REPORT
You searched for:
What is the overall client reporting picture?

Client Reports Overview

Power BI Analysis Report — Generated March 08, 2026

Built from: Autotask PSA
How this report was made
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
3
AI via MCP
Claude or ChatGPT writes DAX queries, executes them, formats output
4
This Report
KPIs, breakdowns, trends, recommendations
Ready in < 15 min
Want to run this report against your own Autotask PSA data?
Get Proxuma Power BI

Client Reports Overview

Power BI Analysis Report — Generated March 08, 2026

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: Account managers, MSP owners, and service delivery leads

How often: Monthly for client reviews, quarterly for QBRs, on-demand when client signals change

Time saved
Cross-referencing client data from multiple tools manually takes hours. This report brings it together.
Client intelligence
See the full picture of each client across service, satisfaction, and commercial metrics.
Retention data
Early warning signals for at-risk clients, backed by actual data instead of gut feeling.
Report categoryClient Management
Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue
RefreshReal-time via Power BI
Generation timeUnder 15 minutes
AI requiredClaude, ChatGPT or Copilot
AudienceAccount managers, MSP owners
Where to find this in Proxuma
Power BI › Client Management › Client Reports Overview
What you can measure in this report
Ticket Volume by Company
Hours by Company
Revenue by Company
What Should You Do With This Data?
Frequently Asked Questions
AI-Generated Power BI Report
Client Reports Overview

Power BI Analysis Report — Generated March 08, 2026

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Ticket Volume by Company

Data extracted from the Proxuma Demo dataset for client reports overview analysis.

CompanyTickets
Wilson-Murphy1,002
Burke, Armstrong and Morgan1,629
Lopez-Reyes1,317
Ford, Mclean and Robinson1,684
Lewis LLC1,758
Thompson, Contreras and Rios1,803
Stephens-Martinez1,481
Rivers, Rogers and Mitchell6,381
Blanchard-Glenn2,364
Martin Group2,775
Price-Gomez2,180
Little Group5,290
Wall PLC2,376
Craig-Huynh5,458
Ramos Group1,728
View DAX Query — Ticket Volume by Company query 
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Tickets'[company_name], "Tickets", COUNTROWS('BI_Autotask_Tickets')), [Tickets], DESC)
2.0 Hours by Company

Data extracted from the Proxuma Demo dataset for client reports overview analysis.

CompanyHours
Richards, Bell and Christensen782.4
Wu-Jackson962.0
Price-Gomez864.9
Martin Group2,217.0
Thompson, Contreras and Rios1,006.1
Doyle-Contreras961.9
Clements, Pham and Garcia866.3
-7,264.2
Lewis LLC2,801.1
Little Group3,791.4
Craig-Huynh4,370.4
Rivers, Rogers and Mitchell1,661.8
Burke, Armstrong and Morgan1,312.3
Wall PLC1,696.9
Ramos Group1,170.6
View DAX Query — Hours by Company query 
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Companies'[company_name], "Hours", SUM('BI_Autotask_Time_Entries'[hours_worked])), [Hours], DESC)
3.0 Revenue by Company

Data extracted from the Proxuma Demo dataset for client reports overview analysis.

MetricValue
Total Companies550
Active531
With Contracts283
With Tickets265
Revenue$17,606,769
View DAX Query — Revenue by Company query 
EVALUATE ROW("TotalCompanies", COUNTROWS('BI_Autotask_Companies'), "ActiveCompanies", CALCULATE(COUNTROWS('BI_Autotask_Companies'), 'BI_Autotask_Companies'[status]), "WithContracts", DISTINCTCOUNT('BI_Autotask_Contracts'[company_id]), "WithTickets", DISTINCTCOUNT('BI_Autotask_Tickets'[company_id]), "TotalRevenue", SUM('BI_Autotask_Billing_Items'[total_amount]))
4.0 What Should You Do With This Data?
1

Data-Driven Visibility

This report provides automated visibility into client reports overview, replacing manual spreadsheet analysis with live Power BI data.

2

Review Regularly

Schedule a recurring review of client reports overview metrics to catch trends before they become problems.

3

Take Action

Use these insights to make data-driven decisions about client reports overview improvements in your MSP operations.

5.0 Frequently Asked Questions
What data sources does the Client Reports Overview report use?

This report pulls data from PSA through the Proxuma Power BI integration, using DAX queries against the live data model.

How often is this data refreshed?

The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.

Can I customize this client reports overview report?

Yes. Proxuma reports are fully customizable. You can modify the DAX queries, add new sections, or adjust the analysis to match your specific MSP needs.

Proxuma Power BI · AI-Generated Report · proxuma.io/powerbi Generated in < 15 minutes via MCP · March 2026
Related Reports
Client Management
22 Client Projects Haven't Started: 6 Have Zero Planning
Identifying onboarding and new projects at risk of delays based on status and estimation gaps.
Read report Client Management
Total Client Overhead: Licenses + Alerts + Tickets in One View
This report combines Microsoft 365 license data, Datto RMM alert volume, and Autotask ticket metrics into a single overh
Read report Client Management
N-able RMM Customer Hierarchy
Analysis and reporting on customer hierarchy - parent-child accounts for managed service providers.
Read report Client Management
N-able RMM M365 Billable Users per Customer
Analysis and reporting on m365 billable users per customer for managed service providers.
Read report Client Management
Churn Triple Threat: High Value, Falling Satisfaction, Rising Tickets
This report crosses HubSpot deal data (115 deals, 18 won) with SmileBack CSAT surveys (8,900+ rated responses across 20
Read report CSAT
CSAT Dashboard: What Your Clients Really Think About Your Service
A breakdown of SmileBack customer satisfaction across 10,178 survey responses. This report shows your positive rate, rat
Read report

Generate this report from your own data

Connect Proxuma Power BI to your PSA, RMM, and M365 environment, use an MCP-compatible AI to ask questions, and generate custom reports - in minutes, not days.

See more reports Get started